MK
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Michael Kearney

26 Years of Experience
Chicago, IL
1 DisclosureBroker

Michael Kearney is a registered investment advisor at J.P. Morgan Securities LLC, based in Chicago, IL, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Chicago, IL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2013
Settled
Other Business Activities

Michael is an employee of both JPMorgan Securities and JPMorgan Bank since 2018. As an employee of JPMorgan Bank, he can offer bank products and services, including deposit and credit products.

Employment History
Current Registrations
J.P. Morgan Securities LLC
November 2009 - Present · 16 yrs 10 mos
J.P. Morgan Securities LLC
November 2009 - Present · 16 yrs 10 mos
J.P. Morgan Securities LLCBroker
November 2009 - Present · 16 yrs 10 mos
Previous Registrations
Bosc, INC.
January 2009 - October 2009 · 9 mos
Bosc, INC.Broker
August 2008 - October 2009 · 1 yr 2 mos
Harris Investor Services, INC.
September 2006 - August 2008 · 1 yr 11 mos
Harris Investor Services, INC.Broker
September 2006 - August 2008 · 1 yr 11 mos
Fifth Third Securities, INC.Broker
March 2004 - July 2006 · 2 yrs 4 mos
Abn Amro Financial Services, INC.
October 2001 - February 2004 · 2 yrs 4 mos
Abn Amro Financial Services, INC.Broker
October 2000 - February 2004 · 3 yrs 4 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
February 2000 - October 2000 · 8 mos
Dean Witter Reynolds INC.Broker
March 1999 - February 2000 · 11 mos
State Registrations52 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Kearney - Financial Advisor | TrueAdvisor